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Smart Start Podcast Presented by The Equitable Bank

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Smart Start Podcast Presented by The Equitable Bank

Smart Start Podcast Presented by The Equitable Bank

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Welcome to the Smart Start Podcast hosted by Tom Sattler, president of The Equitable Bank. Get ready to kickstart your financial journey with us! We believe in the power of community connection and are here to provide expert advice on home buying and financial planning. Our podcast showcases local businesses and organizations that are making a positive impact in our communities. Join us for engaging conversations and valuable insights that will empower you along your financial path. Whether ...
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show series
 
In today’s fast-moving real estate market, winning an offer goes far beyond price — it comes down to preparation, strategy, and surrounding yourself with the right experts. In this episode of The Smart Start Podcast, host Tom Sattler sits down with Suzanne Powers and Gretchen Keating of Powers Realty Group, along with Gary Rieboldt, Senior Lender a…
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In this episode of The Smart Start Podcast, we sit down with mortgage experts Tom Toepfer and Gary Reiboldt from The Equitable Bank for a thoughtful discussion about today’s home lending landscape. Insights from this episode include: Navigating Today’s Mortgage Market How to Remove Stress from the Homebuying Process What Makes Equitable Bank Stand …
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Community banking isn’t just about numbers—it’s about people, relationships, and being there through every milestone. In this episode of the Smart Start Podcast, host Michelle Ward turns the tables and interviews Tom Sattler, President & CEO of The Equitable Bank, for an inside look at what community banking truly means. Tom explains how staying lo…
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In this episode of The Smart Start Podcast, Tom Sattler is joined by Marcus Auerbach—Realtor, investor, and advocate for community-focused development—to explore how real estate can be a powerful tool for building both financial stability and stronger neighborhoods. Marcus walks through his own path in real estate investing and shares practical les…
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In this episode, we dive deep into the issue of check fraud, one of the fastest-growing financial scams affecting individuals and families today. As fraud schemes evolve, it's crucial to stay informed and take the right steps to protect yourself and your loved ones. We're joined by Scott Birrenkott, Director of Legal Affairs at the Wisconsin Banker…
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On this episode of The Smart Start Podcast, Attorney Doug Knoff of Knoff Law LLC joins us to break down why estate planning matters at every age. From healthcare directives for college-aged children to organizing plans for growing families and aging parents, Doug offers clear, practical guidance to help you stay ahead of life’s unknowns. No matter …
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Join us as we delve into the world of senior living with Bruce Nemovitz, a seasoned Senior Real Estate Specialist, and later, Courtney and Derek from Assisted Living Advocates. Bruce shares invaluable insights gathered directly from seniors, exploring their concerns and decision-making processes when transitioning to new living arrangements. Discov…
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Join us on the Smart Start Podcast presented by The Equitable Bank as we delve into the world of financial education and homeownership with two inspiring nonprofit leaders. First up is Cassie Krause, Executive Director of the Wisconsin Banker’s Foundation. Discover when and how kids should start learning about financial literacy, explore the Founda…
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Join us in our latest episode, “Starting on the Right Foot: A Guide to Building Financial Foundations.” In the second part of our episode, we introduce you to John Henningfield, Investment Executive for Equitable Investment Center. John will walk you through practical, beginner-friendly strategies to simplify the basics of investing, ensuring you'r…
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Part One: BankOn Milwaukee's Financial Foundations Join us in our latest episode, "Starting on the Right Foot: A Guide to Building Financial Foundations," as we explore BankOn Milwaukee's vital contributions to the city. Discover a wealth of resources for the community and delve into their seamless collaborations with local groups and financial ins…
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In this episode of the Smart Start Podcast presented by The Equitable Bank, we delve into the inspiring stories of two local businesses—an innovative boutique advertising agency, Z2Marketing, and a family-run printing company, Wisconsin Legal Blank. Join us as we uncover their humble beginnings, the challenges they faced along the way, and the secr…
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In this episode, the Smart Start Podcast dives into the complexity of simultaneously buying and selling a home in the current competitive market. Join our panel of experts, featuring a seasoned realtor from RE/MAX Lakeside and a knowledgeable home inspector from Good Land Inspection. Learn from experienced loan officers at The Equitable Bank about …
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The Smart Start Podcast by The Equitable Bank is a great resource for those looking to navigate the home buying process with confidence and learn about smart financing ideas. In this inaugural episode, "Starting Strong: A Beginner's Guide to Buying Your First Home", host Tom Sattler discusses the importance of community banking and its role in maki…
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